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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,586 | $107,368-5.4% | $92,915+9.3% | $152,909-33.6% |
| Participation rate | 69.2% | 79.8%-10.6pp | 76.0%-6.8pp | 82.5%-13.2pp |
| Annual return | 19.48% | 145.64%-126.2pp | 109.45%-90.0pp | 345.46%-326.0pp |
| Employer contribution / active EE | $387 | $4,222-90.8% | $3,653-89.4% | $4,764-91.9% |
| Participant deferral / active EE | $4,828 | $4,848-0.4% | $4,238+13.9% | $5,851-17.5% |
| Admin fee / account holder | $3,457 | $7,082-51.2% | $5,796-40.4% | $11,601-70.2% |